HSBC Mutual Fund
- Company typePrivate
- Founded2002
- HeadquartersBorivli, India
- Headcount251–500
- GTM typeB2C
- OfferingServices
HSBC Mutual Fund firmographics
Firmographics- Name
- HSBC Mutual Fund
- Legal name
- HSBC Asset Management (India) Private Limited
- Website
- https://assetmanagement.hsbc.co.in
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Ownership category
- akta.pro rank
HSBC Mutual Fund industry classification
Industry- Product category
- Asset Management
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Multi-Strategy — Single-Manager, Multi-PM (FSAHAFAB)
- akta.pro secondary industries
- Balanced & Allocation (Multi-Asset) Funds (FSAAAEAD), Fund of Funds & Multi-Manager Mutual Funds (FSAAAEAL)
Keywords
Where HSBC Mutual Fund is headquartered
LocationHeadquarters
- HQ city
- Borivli
- HQ country
- India
- HQ region
- Asia
Offices21 records
Markets served
HSBC Mutual Fund business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Asset Management Fees (Total Expense Ratio): Charges a percentage of assets under management as Total Expense Ratio (TER), which varies by fund category. Includes management fees, distribution costs, and operational expenses. The Indian mutual fund industry has grown to approximately ₹80 lakh crore in AUM.
- Specialized Investment Fund (SIF) Management: RedHex SIF platform targets experienced, institutional, and HNI investors with minimum Rs 10 lakh investment, offering enhanced portfolio flexibility and theme-based strategies within SEBI-regulated framework.
- Portfolio Management Services: Discretionary portfolio management services for HNI clients providing customized investment strategies.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Standard Mutual Fund SIP minimum |
| Subscription | Pay-as-you-go | RedHex SIF Minimum Investment |
| Subscription | Monthly | HSBC Credit Risk Fund performance |
| Subscription | Monthly | Index Fund Minimum Investment |
Go-to-market motion3 records
Distribution channels8 records
Marketing channels11 records
HSBC Mutual Fund product offering
Product offeringCore offering
HSBC Mutual Fund manages and distributes a diversified suite of mutual fund schemes across equity (large-cap, mid-cap, small-cap, flexi-cap, multi-cap, value, sector/thematic), debt (corporate bond, overnight), and hybrid categories for Indian retail and HNI investors. The firm also operates the RedHex Specialized Investment Fund (SIF) platform for sophisticated and institutional clients with a Rs 10 lakh minimum, and offers discretionary Portfolio Management Services (PMS) for high-net-worth individuals.
Product overview
HSBC Mutual Fund operates as a comprehensive asset management platform offering traditional mutual fund schemes across multiple categories (equity, debt, hybrid, ETF, index funds, and fund of funds) along with Specialized Investment Funds (SIF) for sophisticated investors. The product suite includes equity funds spanning large-cap, mid-cap, small-cap, flexi-cap, multi-cap, value, and sector-specific strategies; debt funds including corporate bond and overnight funds; and the RedHex SIF platform for HNI/institutional clients seeking specialized strategies with enhanced flexibility. Additional services include Portfolio Management Services for high-net-worth individuals and digital access via the Invest Xpress mobile app. The funds include HSBC Overnight Fund, HSBC Midcap Fund, HSBC Small Cap Fund, HSBC Value Fund, HSBC Flexi Cap Fund, HSBC Large Cap Fund, HSBC Multi Cap Fund, HSBC Large and Mid Cap Fund, HSBC Corporate Bond Fund, HSBC Focused Fund, HSBC India Export Opportunities Fund, and HSBC Financial Services Fund.
Differentiator
Problem solved
Functional benefit
Brands
- RedHex SIF: Specialized Investment Fund platform offering theme-based, outcome-oriented strategies with enhanced flexibility for sophisticated investors, targeting HNI and institutional clients with minimum investment of Rs 10 lakh.
Products and services
- HSBC Overnight Fund
- HSBC Midcap Fund
- HSBC Small Cap Fund
- HSBC Value Fund
- HSBC Flexi Cap Fund
- HSBC Large Cap Fund
- HSBC Multi Cap Fund
- HSBC Large and Mid Cap Fund
- HSBC Corporate Bond Fund
- HSBC Focused Fund
- HSBC India Export Opportunities Fund
- HSBC Financial Services Fund
- RedHex Hybrid Long-Short Fund
- Portfolio Management Services (PMS)
Quantifiable outcome
- HSBC Midcap Fund delivered 25.4% annualized return over 3 years, ranking #1 among midcap funds
- +3 more outcomes
Companies that use HSBC Mutual Fund
Customer profileNamed customers1 record
Segments4 records
Ideal customer profiles4 records
HSBC Mutual Fund technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
HSBC Mutual Fund partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- L&T Mutual Fund (Acquisition)coreHSBC expanded its Indian operations significantly after acquiring L&T Mutual Fund in 2023, bringing global investment expertise and expanded product portfolio to Indian investors. This acquisition significantly strengthened HSBC's position in the Indian mutual fund market.
- CAMS (Computer Age Management Services)coreCAMS serves as the Registrar and Transfer Agent for HSBC Mutual Fund, providing investor services, transaction processing, NAV calculation, and maintaining investor records. CAMS collection centers are integrated into HSBC's service network.
- SEBI (Securities and Exchange Board of India)coreRegulatory partnership - HSBC operates under SEBI's regulatory framework for mutual funds and Specialized Investment Funds (SIF). RedHex SIF is a SEBI-approved investment structure.
- HSBC India Export Opportunities FundminorStrategic fund focusing on India's export sector growth, targeting companies benefiting from manufacturing exports and trade diversification.
Scale indicators10 records
Recent moves8 records
Expansion highlights6 records
HSBC Mutual Fund competitors and assessment
Company assessmentDirect peers
- HDFC Mutual Fund: One of India's largest AMCs by AUM and a direct competitor across equity (large, mid, small), hybrid, and debt schemes distributed via a bank-affiliated network. HSBC competes with HDFC for the same retail SIP and institutional mandates.
- SBI Mutual Fund: India's largest AMC by AUM, with the deepest captive bank-distribution channel through State Bank of India. Competes with HSBC across essentially every scheme category and investor segment.
- ICICI Prudential Mutual Fund: Top-3 Indian AMC combining ICICI Bank's retail reach with Prudential's global asset management expertise - directly comparable to HSBC's foreign-bank-with-AMC structure and product breadth.
- Nippon Life India Asset Management: Major Indian AMC with a foreign JV parent (Nippon Life), offering comparable equity, debt, and hybrid schemes; competes for the same retail SIP wallet and institutional mandates.
- Kotak Mahindra Asset Management: Bank-affiliated Indian AMC with a similarly diversified product line across equity, debt, and hybrid categories, and a comparable multi-channel distribution footprint.
- Aditya Birla Sun Life Mutual Fund: Top-10 Indian AMC with a foreign-bank-aligned structure (Sun Life), competing head-to-head with HSBC in equity, debt, and hybrid offerings for both retail and institutional investors.
- Axis Mutual Fund: Major Indian AMC with a strong retail-SIP franchise and similar equity-focused product suite; one of the most direct in-market competitors for investor mindshare and performance rankings.
- UTI Mutual Fund: Large diversified Indian AMC with a broad equity, debt, and balanced fund offering and extensive branch network; competes for the same Tier-2/3 city distribution gains that HSBC is targeting.
- Mirae Asset Mutual Fund: Foreign-origin Indian AMC with strong equity and ETF franchises; comparable mid- and small-cap product positioning and a similar cross-border research angle as HSBC.
- DSP Mutual Fund: Mid-to-large Indian AMC with a value-investing-led product identity; competes with HSBC Value Fund and other equity strategies for performance-led AUM.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
HSBC Mutual Fund financial estimates
Financial estimateRevenue estimate
Valuation estimate
HSBC Mutual Fund leadership team
Management profileNumber of profiles
Profiles7 records
HSBC Mutual Fund subsidiaries and ownership
Company hierarchySubsidiaries1 record
HSBC Mutual Fund funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
HSBC Mutual Fund M&A and investment
M&A and investmentM&A1 record
Investments6 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about HSBC Mutual Fund
What does HSBC Mutual Fund do?
HSBC Mutual Fund manages and distributes a diversified suite of mutual fund schemes across equity (large-cap, mid-cap, small-cap, flexi-cap, multi-cap, value, sector/thematic), debt (corporate bond, overnight), and hybrid categories for Indian retail and HNI investors. The firm also operates the RedHex Specialized Investment Fund (SIF) platform for sophisticated and institutional clients with a Rs 10 lakh minimum, and offers discretionary Portfolio Management Services (PMS) for high-net-worth individuals.
Is HSBC Mutual Fund a public or private company?
HSBC Mutual Fund is a private company. It is classified as corporate owned and is currently operating.
When was HSBC Mutual Fund founded?
HSBC Mutual Fund was founded in 2002. It employs 251 to 500 people.
Where is HSBC Mutual Fund based?
HSBC Mutual Fund is headquartered in Borivli, India, in the Asia region.
How does HSBC Mutual Fund make money?
Three revenue lines are on record. Asset Management Fees (Total Expense Ratio) is the primary driver. The others are specialized Investment Fund (SIF) Management and portfolio Management Services.
Who are HSBC Mutual Fund's main competitors?
Direct peers on record are HDFC Mutual Fund, SBI Mutual Fund, ICICI Prudential Mutual Fund, Nippon Life India Asset Management, Kotak Mahindra Asset Management, Aditya Birla Sun Life Mutual Fund, Axis Mutual Fund, UTI Mutual Fund, Mirae Asset Mutual Fund and DSP Mutual Fund.
Does HSBC Mutual Fund have an API?
No public API is recorded for HSBC Mutual Fund.
What industry is HSBC Mutual Fund in?
HSBC Mutual Fund's product category is Asset Management. Its primary akta.pro industry code is FSAHAFAB, Multi-Strategy — Single-Manager, Multi-PM, with a secondary code of FSAAAEAD, Balanced & Allocation (Multi-Asset) Funds. Its NAICS code is 52394 and its SIC code is 6282.